Traphagen Financial Group
Assets Under Management
$1.9B
Number of Clients
1,964
Number of Advisors
14
Average Client AUM
$967K
AUM per Advisor
$135.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Traphagen Investment Advisors, LLC offers investment advice on various securities. They also provide retirement plan services to plan sponsors, trustees, and administrators. The firm may provide clients with access to an online platform hosted by eMoney Advisor. The firm's regulatory assets under management as of December 31, 2024, were $1,898,000,000.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
The annual investment advisory fee is negotiable and based on a percentage of the market value of assets under management. Financial planning fees are based on hourly rates of $150 to $475 per hour, depending on personnel involved. A 50% deposit is required at the beginning of the plan, with the balance due 48 hours from completion. All fees are subject to negotiation.
Areas of Practice
Location
234 Kinderkamack Rd, Oradell, NJ, 07649